Unclaimed Profile

Clifford Harland Wildes

CONCORDIUS CAPITAL ADVISORS·ST PETERSBURG, Florida

SIE, Series 24, Series 62, Series 63, Series 65, Series 79Clean record11 years registeredCONCORDIUS CAPITAL ADVISORS

9500 KOGER BLVD, ST PETERSBURG, FL 33702CRD# 5754980Firm CRD# 142852

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Clifford Harland Wildes · ST PETERSBURG, FL

Registration

CRD #5754980 · CONCORDIUS CAPITAL ADVISORS · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONCORDIUS CAPITAL ADVISORS

CONCORDIUS CAPITAL ADVISORS

Mar 2016 – Mar 2016

Sarasota, FL

CONCORDIUS CAPITAL ADVISORS

Jun 2015 – Dec 2015

ST PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 24

Series 62

Series 63

Series 65

Series 79

Registration record

First registered · June 15, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONCORDIUS CAPITAL ADVISORS, LLC

CRD 142852 · SEC 801-67538

AUM

$32M

Regulatory assets under management

Employees

70 client accounts

Services offered by CONCORDIUS CAPITAL ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CONCORDIUS CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Clifford Harland Wildes offer?

Clifford Harland Wildes specializes in Investment Management, Wealth Management.

What are Clifford Harland Wildes's credentials?

Clifford Harland Wildes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clifford Harland Wildes located?

Clifford Harland Wildes is based in ST PETERSBURG, Florida, last registered with CONCORDIUS CAPITAL ADVISORS.

How does Clifford Harland Wildes charge for services?

Clifford Harland Wildes's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONCORDIUS CAPITAL ADVISORS?

CONCORDIUS CAPITAL ADVISORS has approximately 7 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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